TD Private Client Wealth’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

TD Private Client Wealth’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.3M	Sell	17,339 -86	-0.5%	-$11.8K	0.05%	231
2025 Q4	$2.29M	Buy	17,425 +3,770	+28%	+$491K	0.05%	233
2025 Q3	$1.77M	Sell	13,655 -214	-2%	-$27.4K	0.04%	261
2025 Q2	$1.71M	Sell	13,869 -4,119	-23%	-$485K	0.04%	265
2025 Q1	$2.15M	Sell	17,988 -1,443	-7%	-$181K	0.06%	212
2024 Q4	$2.43M	Sell	19,431 -797	-4%	-$102K	0.07%	203
2024 Q3	$2.5M	Sell	20,228 -1,607	-7%	-$191K	0.07%	211
2024 Q2	$2.48M	Buy	21,835 +118	+0.5%	+$13.5K	0.08%	193
2024 Q1	$2.57M	Sell	21,717 -140	-0.6%	-$15.8K	0.08%	191
2023 Q4	$2.49M	Sell	21,857 -1,477	-6%	-$152K	0.09%	185
2023 Q3	$2.36M	Sell	23,334 -459	-2%	-$49.1K	0.1%	178
2023 Q2	$2.55M	Buy	23,793 +134	+0.6%	+$13.6K	0.11%	185
2023 Q1	$2.43M	Sell	23,659 -315	-1%	-$33.7K	0.11%	189
2022 Q4	$2.42M	Sell	23,974 -3,843	-14%	-$384K	0.11%	184
2022 Q3	$2.5M	Buy	27,817 +2,073	+8%	+$206K	0.13%	166
2022 Q2	$2.43M	Sell	25,744 -2,951	-10%	-$301K	0.12%	184
2022 Q1	$3.15M	Sell	28,695 -837	-3%	-$90.3K	0.13%	168
2021 Q4	$3.27M	Sell	29,532 -349	-1%	-$38K	0.14%	163
2021 Q3	$3.08M	Buy	29,881 +664	+2%	+$69.8K	0.13%	173
2021 Q2	$3.08M	Sell	29,217 -4,891	-14%	-$522K	0.13%	170
2021 Q1	$3.48M	Sell	34,108 -5,635	-14%	-$538K	0.16%	151
2020 Q4	$3.43M	Sell	39,743 -3,733	-9%	-$293K	0.17%	135
2020 Q3	$2.93M	Sell	43,476 -2,944	-6%	-$203K	0.16%	132
2020 Q2	$3.09M	Buy	46,420 +5,640	+14%	+$354K	0.18%	124
2020 Q1	$2.24M	Buy	40,780 +1,084	+3%	+$81.5K	0.16%	132
2019 Q4	$3.39M	Buy	+39,696	New	+$3.26M	0.2%	123

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

TD Private Client Wealth's IJJ Position: Q1 2026 in Review

TD Private Client Wealth reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.49% in Q1 2026, selling an estimated $11.8K and leaving 17,339 shares worth $2.3M. The position accounts for 0.05% of the portfolio, ranked #231.

TD Private Client Wealth first reported a position in IJJ in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.48M in Q1 2021. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

TD Private Client Wealth held 17,339 shares of iShares S&P Mid-Cap 400 Value ETF worth $2.3M as of Q1 2026.
TD Private Client Wealth sold 86 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $11.8K.
iShares S&P Mid-Cap 400 Value ETF made up 0.05% of TD Private Client Wealth's portfolio in Q1 2026, its #231 holding.
TD Private Client Wealth first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and has held it in 26 quarters since.
TD Private Client Wealth's iShares S&P Mid-Cap 400 Value ETF position peaked at $3.48M in Q1 2021.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.